Murali H

Experience

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  Angel One

  Jul 2018 - Jul 2019

  Executive - sales

  * Experienced Sales Executive with expertise in B2C financial services and stock market investments.* Proven track record in driving sales and delivering exceptional customer experiences.* Skilled in providing personalized financial solutions and facilitating demat account openings and kyc process.* Effective communicator, educating clients on various financial products and app utilization.* Strong relationship builder, earning trust and delivering exceptional customer service.* Deep understanding of the financial industry, market trends, and portfolio management.* Excellent interpersonal skills, collaborating with colleagues and stakeholders effectively.*Thrives in a fast-paced environment with a strong work ethic and ability to meet deadlines. Show less

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  Motilal Oswal Financial Services Ltd

  Jul 2019 - Sept 2019

  Relationship Manager
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  Angel One Partners

  Oct 2019 - Feb 2022

  Branch Manager

  * Led a dynamic team of professionals, overseeing their performance, and fostering a collaborative work environment.* Successfully boosted sales and revenue by implementing effective marketing strategies and generating leads.* Played a crucial role in providing investment guidance, particularly in the capital market, mutual funds, and insurance sectors.* Demonstrated strong leadership skills by efficiently managing daily branch operations and ensuring seamless customer service.* Navigated complex financial markets and facilitated clients' understanding of investment opportunities to support informed decision-making.* Collaborated with clients to create customized investment plans that aligned with their financial goals and risk tolerance.* Maintained a strong focus on regulatory compliance, ensuring all activities met industry standards and guidelines.* Actively engaged with clients to build and maintain positive relationships, resulting in a loyal customer base.* Conducted regular training sessions for team members to enhance their product knowledge and sales techniques.* Achieved exceptional team performance through motivation, goal setting, and effective performance evaluations. Show less

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  Reliance Securities (Reliance Money) Limited

  Mar 2022 - Oct 2023

  Center Manager
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  Prudent Corporate Advisory Services Ltd.

  Sept 2023 - now

  Deputy Manager